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To: Robert Rose who wrote (117443)2/11/2001 12:58:40 PM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Rob, how about BRCM?
>Robertson Stephens kicks things off with a harmless Monday, featuring capital-spending secure Intel (INTC:Nasdaq - news), the recently gutted Terra Lycos (TRLY:Nasdaq - news) and layoff-likely WorldCom (WCOM:Nasdaq - news). If your delicate constitution can take it, sit through the financial woes of fiscally insecure private bandwidth provider Digital Island (ISLD:Nadsaq - news), the headcount reductions of Internet consulting firm Razorfish (RAZF:Nasdaq - news), the Dram-market grousing of Micron Electronics (MUEI:Nasdaq - news) and the softer trading environment of E*Trade (EGRP:Nasdaq - news).

Things get hot Tuesday as the once and future kings hold court. Everyone has a lot of explaining to do, and Tuesday will be a good day to get a handle on AOL-Time Warner's (AOL:NYSE - news) synergies, Microsoft's (MSFT:Nasdaq - news) Net direction, Oracle's (ORCL:Nasdaq - news) plans to maintain growth, JDS Uniphase's (JDSU:Nasdaq - news) ability to digest a few years of hypergrowth, Sun's (SUNW:Nasdaq - news) money catching up to its mouth and eBay's (EBAY:Nasdaq - news) ability to move beyond "It" Girl status into a seasoned performer.

Take out your hankie for SEC-questioned Lucent (LU:NYSE - news), flattened CMGI (CMGI:Nasdaq - news) and Herb Greenberg fan club member QLogic (QLGC:Nasdaq - news).

Wednesday offers Cisco (CSCO:Nasdaq - news) yet another opportunity to drown the market in its sorrows, along with communications equipment and optical sufferers Nortel (NT:NYSE - news), Juniper Networks (JNPR:Nasdaq - news), Corning (GLW:NYSE - news) and ONI Systems (ONIS:Nasdaq - news).

Get in touch with your inner rubber-necker by checking out mobile communications application developer InfoSpace (INSP:Nasdaq - news), recently relieved of several top managers, and B2B player PurchasePro (PPRO:Nasdaq - news), which is grappling with some interesting connections at the moment.

Thursday, the conference wraps up with another chance for Broadcom (BRCM:Nasdaq - news) to go hang-gliding off a cliff as it did last week at the Banc of America Securities conference when CEO Henry Nicholas talked about a sales slowdown. Luckily for other tech investors, Robbie's Tech 2001 features no CEO breakfast or lunch speeches, keeping extreme statements to a minimum.



To: Robert Rose who wrote (117443)2/11/2001 7:18:42 PM
From: Glenn D. Rudolph  Respond to of 164684
 
Rob,

Ariba has a network that will connect all their customer and this is their stength at the present time. Ariba does receive a percentage of the transactions that occur on this netork and that number is now starting grow to be significant whereas, in the past most revenue came from licensing.

Customers
Consumer Products

ApplianceZone
Cargill
Clorox
Diageo
DuPont
Earthgrains
EGarden.com
eOutlet
FoodMarketExchange.com
Hallmark
iCongo.com
ICS FoodOne
INC2inc
Kmart
Kraft Foods
Molson
Nestlé
Sonoco Products Co.
Staples
Target Corporation
TradingCars.com plc
Transora
Unilever
VF Corporation
WhatsHotNow
Zoho

Customers
Energy

ABB Group
Alliant Energy
American Petroleum Exchange
buyingpower
Caltex
Chevron Corporation
Enron
Hydro One
NetworkOil
pennNet
PetroCosm
SCANA Corporation
Texaco
TheTradingHouse.com

Customers
Financial Services

ABN AMRO
American Express Corporate Services
Arthur Andersen
Banco Santander Central Hispano
Bank of America
Bear Stearns
Charles Schwab
CIBC
CNA Insurance
Commonwealth Bank of Australia
Credit Lyonnais
Deloitte Consulting
Digital Insight
E*TRADE
First Data Corporation
Fleet Bank
KeyCorp
Lloyds TSB
Morgan Stanley Dean Witter
Royal & SunAlliance
Royal Bank of Canada
St. Paul Companies
Standard Bank
Transamerica
Union Bank Of California
Visa Corporation
VisibleMarkets

Customers
HealthCare

Kaiser Permanente
Medmundo.com
Neoforma.com

Customers
High Technology

Accenture
Adfusion
ADP
Adquira
AMD
AMS
AsiaDemand
Asista.com Inc.
Atos Origin
Autodesk
Biztro
BtoBen.com
Cadence
Cisco Systems
Comdais.com
Commerx
Corrigo
Cypress Semiconductor
Dell Computer Corporation
e2open
Hewlett-Packard
IBM
IndustryNetworks
ITNation.com
J.D. Edwards
Just2Clicks
LatinB2B
Lexmark
Litton PRC
Lucent Technologies
National Semiconductor
OfficeTempo.com
OPExchange
Optimum Logistics
Parametric Technology Corporation
Philips
ProcuraDigital
Procuron
Raytheon
Seagate Technology, Inc.
Siebel Systems
SkillsVillage
SOFTBANK
Tasmania Business Online
Unisys
USinternetworking Inc.

Customers
Manufacturing

Alcoa
Alfa
American Honda Motor Co., Inc.
AsiaPaperMarkets.com
Audi
Azurix
B2Build
Bethlehem Steel
BMW
buzzsaw.com
CEMEX
CheMatch.com
Cleveland Cliffs
ClickTex.com
ConstruMix
Dana Corporation
Deere & Company
eLogex
Holderbank
Honeywell
Laporte plc
MetalSpectrum
Mindtrac.com
Omnexus.com
Orica
PrimeAdvantage
Rohm and Haas Company
Rooster.com
RubberNetwork.com
Shaw Industries
SPX Corporation
TexBid
Textilio.com
Textron
TI Group
Volkswagen

Customers
Marketplaces

Webb

Customers
Pharmaceutical

Baxter Healthcare
Boehringer Ingelheim Corporation
Bristol-Myers Squibb Company
CVS/pharmacy
Dow Chemical Company
Merck & Co., Inc.
Novartis
Pfizer

Customers
Public Sector & Higher Education

bidgov.com
Epylon
GSA Auctions
JuneBox.com
LearningPays.com
Naval Supply Systems Command
Praetorian Group
Purdue University
State of California
University of Miami

Customers
Telecommunications

AAPT
AIG
Aliant
BCE Emergis
Bell Canada
Cegetel
Citizens Communications
ComTech Telecommunications
DACOM
GTE
MCI WorldCom
Motorola
RateXchange
Sprint PCS
Telecom New Zealand
Telefónica
US WEST

Customers
Transportation

Allied Worldwide
Canadian National Railway Company
Federal Express Corporation
HOTS
Sabre
SAirGroup
Seapower Group
Southwest Airlines
Transnet
Transplace.com

The above are all memeber of the Ariba market place which does the following:

Ariba B2B Commerce Platform
Ariba Marketplace

Whether it's a spot market to clear excess raw materials in the metals industry or a new "virtual" distributor in the life science chemicals industry, B2B marketplaces and exchanges are emerging to serve each point of every industry's supply chain. These Web-based electronic marketplaces align buyers, suppliers, and commerce service providers into seamless trading communities, removing costly inefficiencies and delivering bottom line savings to all participants. The unmatched speed and configurability of these marketplaces make them pillars of the new B2B economy.

Ultimately, all businesses will buy on a marketplace, sell on a marketplace, host a marketplace or be marginalized by a marketplace. How will your company be impacted? And how can you equip for the B2B marketplace economy?

Ariba Marketplace™ is the industry's leading market enablement application, a flexible rapid-deployment solution designed to give market makers the advantage. In today's competitive environment, lost time is not only lost opportunity. It can mean falling too far behind in a race you can no longer win. Ariba Marketplace gives market makers the rapid-deployment, highly configurable enablement solution they need to succeed.

Market makers of all kinds find Ariba Marketplace their best path to market ownership. Suitable for all types of B2B exchanges - from horizontal procurement marketplaces to highly specialized vertical marketplaces and commodity exchanges - the Ariba Marketplace application bridges the gap between traditional buy-side and sell-side solutions. Ariba Marketplace provides an all-in-one solution that makes it easy for market makers to rapidly and effectively deploy online trading communities.

Ariba Marketplace offers users unmatched features:
Rapid deployment methodology for the entire market making process, including assessment, design, creation, and management
Flexible commerce process framework to manage transaction flow from requisition to payment
Distributed administration capabilities to manage large buyer and supplier communities efficiently
Detailed pricing and catalog management to reflect specific buyer/supplier relationships and market maker revenue models
Sophisticated Ariba Dynamic Trade capabilities complement fixed-price catalog mechanisms
Access to Ariba Commerce Services Network™ to leverage shared services and tap into the existing population of registered buyers and suppliers
Deployment via self-installed CD for use locally or at an ASP or deployed as a network-hosted service.
Ariba Marketplace offers benefits to all participants in the digital economy - buyers, suppliers and market makers - resulting in the ultimate B2B outcome: the win-win-win. Buyers find a broad selection of suppliers, improved pricing, and reduced transaction costs. Suppliers achieve better distribution to qualified buyers, access to new markets, and lowered sales costs. Market makers stand to gain the most, building high value businesses by distributing market and process efficiencies to marketplace participants.

Read additional information on the new releases of this product:

Ariba Marketplace 7.5

Ariba Marketplace Network Edition 4.0

Related Press Releases:

Ariba Announces Enhancements to Marketplace, Dynamic Trade Solutions
New Features Enable Faster Time to Market for Market Makers, Increased Value for Marketplace Participants
Sep 11, 2000

Ariba Sourcing Now Available
Function-Rich Platform Introduces RFQ-Based Procurement along Commerce Services Network with Enterprise and Marketplace Editions

The following are customers of I2. However, I2 does not from what I understand connect all of them in one network. I am willing to be corrected:

Aerospace & Defense/Airlines
Bell Helicopter Textron
Boeing Company
Lockheed Martin Corporation
Raytheon Corporation
U.S. Marine Corps

Automotive and Industrial
Bridgestone Australia, Ltd.
Carraro SpA
Case New Holland
Caterpillar, Inc.
Consolidated Diesel Company
Continental Tires
Cooper Industries (Canada) Inc.
Cummins
Cycle & Carriage
DaimlerChrysler
Dana Corporation
Deere and Company
Donaldson Company
Eaton Cutler-Hammer
Fiat
Ford Motor Company
The Gates Rubber Company
General Motors
Holland Hitch Company
Mercedes-Benz
Mitsubishi Caterpillar Forklift America
Narko Euro Trailers
International Truck and Engine
Nordberg Group
Proton
Renault Group
The Sharon Tube Company
Timken Bearings
Toyota Motors
Visteon Corporation
Volkswagen AG
Volvo Trucks North America
Yazaki North America
Yokohama Tire Corporation

Consumer Electronics/Consumer Durables industry (CECD)
3M
American Shower and Bath
B Ticino
Baker Furniture
Benckiser
Bic Special Markets Division
Black & Decker
Bose Corporation
Bush Industries
Casio Electronics
Canon
Consumers Glass
Delta Faucet
Duni
Eastman Kodak
EMI Compact Disc
Ericsson
Fuji Film Canada Inc.
GE Lighting Systems, Inc.
General Electric Company
Herman Miller
Hewlett Packard IJBU
Kimball Furniture
LifeStyle Furnishings, Inc.
Motorola
Nikon
Nokia
Panasonic
Philips Electronics
PopStraw Company
Samsung Electronics
Seiko-Epson
Simmons Company
Sony
Steelcase, Inc.
Thomson Consumer Electronics
Thomson Multimedia SA
Timex Canada Inc.
Uniwill Corporation
Walt Disney/Buena Vista Home Video
Werner Co.
Whirlpool Corporation
Wilson Sporting Goods Co.
Wisconsin Label Group
Zenith Electronics

Consumer Goods (CPG)
3M
Alliant Foodservice
Andrew Jergens Company
Asian Paints
Ault Food Limited
Avon Cosmetics
Bayer
Blue Diamond Growers
Borden, Inc.
Brach & Brock Confections
Brewer Distribution Inc.
Bristol Myers Squibb
British American Tobacco
Carter Holt Harvey Australia
Central Soya Company, Inc.
Cerveceria Cuauhtemoc Moctezuma (FEMSA)
Ciba-Geneva
Clorox
Coca-Cola Amatil
Coca-Cola Bevande Italia
Coca-Cola Fuji
Coca-Cola International
Coca-Cola Near East
Coca-Cola Trading Company
Coldwater Seafoods
Cole Sewell Corporation
Consumers Packaging Inc.
Coors
Corning Consumer Products Company
Cullman Ventures
Del Monte Foods
Dole
Dreyers
EBCO Manufacturing
E.D. Smith & Sons
E&J Gallo Winery
Elizabeth Arden (Canada) Inc
Fleischmann's Yeast/Burns Philip NA
Fresh Delmonte
Frito-Lay, Inc.
Gorton Group
Grupo Gamesa
H.J. Heinz Company of Canada, Ltd.
International Home Food Products, Inc.
Kraft General Foods Canada Inc.
Leiner Health Products
Lion Nathan
Lipton
L'Oreal
Lykes Bros. Inc.
M&M/Mars, Inc.
Maksan Manisa Mesrubat Kutulama Sanayii
Mary Kay
Michael Foods
Minute Maid Company
Nabisco Brands Ltd. Canada
Nabisco Brands, Inc.
Ore-Ida Foods, Inc.
Oregon Freeze Dry
PepsiCo
Pfizer Inc.
Philip Morris USA
Pilgrim's Pride Corporation
Playtex Products Corporation
Procter & Gamble
Ralston Purina
Rich Products Corporation
Ruiz Food Products, Inc.
Sabritas
Select Beverages
SF Services
Sherwin Williams
Simplot Australia Pty Ltd.
SPAL Industria Brasileira de Bebidas, S.A.
Specialty Brands, Inc.
Superior Coffee
Tone's Brothers
Triarc
Tropicana
United Distillers and Vintners
United States Tobacco Company
Walt Disney/Buena Vista Home Video
Warner Lambert Canada, Inc.
Wise Foods

Energy & Chemicals
Energy
Ashland, Inc.
BP Amoco
Castrol, Inc.
CITGO Petroleum Corp.
Enron Corporation
Equiva/Equilon/Motiva
ExxonMobil Corporation
Pan Canadian
Tesoro Petroleum
TradeRanger
Unocal

Chemicals
Asian Paints, Ltd.
Bayer Corporation
Chattem, Inc.
ChemicalsWorld
Engelhard Corporation
Flint Ink
GE Plastics
Honeywell Inc.
Mississippi Chemical Corporation
Occidental Chemical Corporation
Polimeri Europa
PPG Industries
Rohm & Haas Company
Shell Chemical

Fullfillment, Logistics, Transportation
Allied Worldwide Inc.
Cardinal Logistics Management, Inc.
Federal Express Corporation
Ryder Integrated Logistics
Thiel Logistik AG
UPS World Wide Logistics

High Tech Computers & Electronics
Acer Incorporated
ADTRAN, Inc.
Allen Bradley Company, Inc.
Apple Computer, Inc.
Applied Magnetics Corporation
Applied Materials
Arima Computer Corporation
Avenet Computer Group
BancTec, Inc.
Bell Microproducts
Benchmark Electronics, Inc.
Bluegum Technology Limited
Canon Computer Systems Inc.
Celestica International
Channell Commercial
CISCO Systems, Inc.
CM Technologies
Compaq Computer Corporation
Creative Technology Ltd.
Data General Corporation
Dell Computer Corporation
EFTC Corporation
Elamex S.A. de C.V.
EMC Corporation
Emerson Electric
Ericsson Mobile Communications
Fujitsu-Siemens Computers
Fujitsu Computer Products
of America
General Electric Capital
Corporation
Gennum Corporation
Grayhill, Inc.
Hewlett-Packard Company
Hoffman Engineering
IBM
Inventec Corporation
Iomega
Kent Electronics
Kimball Electronics
Kingmax Technology
Komag, Inc.
LG-EDS Systems, Inc.
Lite-On Technology
Lucent Technologies, Inc.
Maxtor Corporation
Microage/Pinacor
Micron Electronics
Mitac International
Modus Media Intl Pte. Ltd.
Motorola, Inc.
National Instruments
NCR Corporation
Newbridge Networks
Nortel Networks
Panasonic Consumer Electronics
Company
Philips Consumer Electronics
Primetech Electronics, Inc.
Quantum Corporation
Raychem Ltd.
Seagate Technology
Seiko Epson Corporation
Sequent Computer
SGI (Silicon Graphics, Inc.)
Sheldahl Inc.
Siemens
Solectron Corporation
Sony Electronics
Sony Music Entertainment, Inc.
Sun Microsystems
Tech Data Corporation
TechnologyNet.com
Texas Microsystems, Inc.
THOMSON Multimedia SA
Tokyo Electron Ltd.
Unisys Corporation
United Technologies
Uniwill Computer Corporation
Xircom, Inc.
Zenith Electronics

Metals
Aceros Camesa
AHMSA
Allied Machine & Engineering
Avgold, Ltd.
Beta Steel Corporation
Bethlehem Steel Corporation
BHP Steel
British Steel
Carpenter Technology
Corporation
CSH
Duferco Steel Processing
EWK
Fletcher Challenge Steel
Galvak
Hanna Steel Corporation
Hitchiner Manufacturing Co., Inc.
Hydro Aluminum
Hylsa
IMSA
Ispat Inland, Inc.
Iscor Limited
Kaiser Aluminum
Kawasaki Steel
Logan Aluminum
LTV Copperweld
LTV Steel Company, Inc.
Lucchini
Mannesmann
MetalSite
MetalSpectrum
National Steel Corporation
North Star Steel
Nova Hut
Nucor Steel
Pechiney-Rhenalu
POSCO
RMI Titanium
Roberts Industries
Sharon Tube
Sidmar
Sollac Montataire
Stahlwerke Bremen
Taubensee Steel & Wire
Timken Industrial Bearings
Timken Steel
Usinor
U.S. Steel
Vacuumschmelze
VAW
Vitkovice
Walsin Steel
Weirton Steel Corporation
Wheeling-Pittsburgh Steel Corporation
Worthington Steel

Paper
Boise Cascade
Grant Forest Products Inc.
Inland Paperboard and Packaging Inc.
Mead Corporation
Sonoco Products Company

Pharmaceuticals and Healthcare
1-2-3 eMed, Inc.
3M Dental Products Division
Abbott Laboratories
Akzo Nobel
Astra Pharma Inc.
Aventis Pharmaceuticals
Boehringer Ingelheim
Bristol-Myers Squibb Company
Cardiac Pacemakers, Inc.
Ciba Vision Corporation
CVS Pharmacy
eHospitalSystems.com
Encore Orthopedics
Gambro AB
Genexis.com
Johnson & Johnson
Leiner Health Products
Life Technologies, Inc.
Mayo Clinic
McNeil Consumer Products
Medical Laboratory Automation
Medtronic
Merck & Co., Inc.
Napp Pharmaceuticals
Neoforma
NewHealthExchange
Novartis Canada
P.F. Laboratories, Inc.
PlanetRx.com
R.P. Scherer Corporation
Sanofi Pharmaceuticals Inc.
Sofamor Danek Group, Inc.
Smithkline Beecham Inc.
Tyco Healthcare
US Surgical Corp.
Vitalz

Retail
A&P
Academy Sports
Ace Hardware
Ahold USA, Inc.(Bi Lo)
Amazon.com
Ames Department Stores
Auto Zone Inc.
Barnes & Noble
Bear Creek Corporation
Best Buy
BHS/Mothercare
Bradlees Stores, Inc.
C&J Clark Ltd. (UK)
Delhaize Freres
Dominicks
eCampus
El Corte Ingles
eToys.com
Fabri-Centers of America
Family Dollar Stores
Federated Department Stores
Food Lion Inc.
Foods 4 Less (Ralphs)
Fred Meyer Stores, Inc.
Galleries Lafayette/Mag Info
Garden.com
Guess, Inc
Gymboree Corporation
Hannaford Bros. Co.
Home Depot
Homebase Ltd.
Homebase, Inc.
Hoogenbosch Beheer BV
House of Fraser
Isetan
J Sainsbury PLC
J. C. Penney Company, Inc.
Jitney Jungle Stores
Jusco Tatebayashi
Just Jeans
Kay-Bee Toy Stores
Kmart Australia
Kmart Corporation
Kohl’s Department Stores
Kroger Corp/Peytons
L&N Home Stores Scotland
Laura Ashley (UK)
Lowes Cos. Inc.
Marks Work Wearhouse Ltd.
Migros - Nordstrom, Inc.
Office Depot
Payless Cashways, Inc.
Payless ShoeSource, Inc.
Peacocks (UK)
Petopia.com
Phar-Mor, Inc.
PlanetRX
Polo Retail
Publix Super Markets, Inc.
Roses Stores, Inc.
Safeway Stores PLC
Safeway, Inc
Schnuck Markets, Inc.
Scotty’s, Inc
Sears Clothing (UK)
Sears, Roebuck and Company
Selfridges Ltd. (UK)
Shopko Stores, Inc.
Spencer Gifts
Suresave Supermarket
Tesco Stores
The Limited, Inc.
Toysrus.com
Universal City Studio
Venator Group, Inc.
Vons Cos.,Inc.
W.H.Smith Ltd. (UK)
Wakefern Food Corp.
Wal-Mart Stores, Inc
Waremart Stores
WH Smith
Winn-Dixie Stores, Inc.
Woolworth’s Australia
Woolworths Germany
Woolworths South Africa
Woolworths UK
WRE

Semiconductors
Advanced Micro Devices
Agilent Technologies
Altera Corporation
American Microsystems
Amkor Technology
Cypress Semiconductor
Dallas Semiconductor
Fairchild Semiconductor
Fujitsu Ltd.
Infineon Technologies
Integrated Device Technology
Medtronics, Inc.
National Semiconductor Corp.
NEC
On Semiconductor
Philips Semiconductors, B.V.
Samsung Semiconductor Division
SEH America, Inc.
ST Micro Electronics
Sun Microsystems
Texas Instruments
Toshiba Semiconductor
UMC
Vitesse Semiconductor

Softgoods
Bali Company
Clarks International
LifeStyle Furnishings Inc.
Pacific Dunlop Limited
Polo Ralph Lauren Corp.

Telecommunications
AT&T Wireless
Ericsson Mobile Communications AB
Nokia Corporation
Nortel Northern Telecom
SBC Communications/SBC Wireless

So my opinion is both are good firms.

Glenn